Digital Wealth Solutions For You and Your Clients
CONNECT has developed a comprehensive suite of digital wealth management tools designed to help you and your clients.
Our modular, industry-leading solutions are fully customisable to meet your business needs enabling you to expand into new channels and business areas quickly and efficiently, deepen your relationship with existing clients, and optimize portfolio and client management.
Digital B2C Wealth Platform:
Our fully automated digital advisory platform offers a flexible and intuitive digital interface, multi-lingual capability, customisable asset allocation and portfolio construction, secure custody and administration, full portfolio visibility and transparent fee structure and reporting – all backed by superior performance.
Digital Client Management Platform:
CONNECT Prime, gives you a transparent, real-time, portfolio and client management solution customisable to your clients’ needs. Whether you need instant portfolio access, self-directed trading in equities and fixed income (subject to availability in your jurisdiction), access to premium research or US tax document generation, CONNECT Prime can be tailored for you.
Bespoke Business to Business Solutions:
We know that every business is different. That’s why we designed CONNECT Enterprise to be modular. Deploy an all-in-one solution or pick just the components that you need – either way CONNECT Enterprise helps your firm dramatically reduce your time-to-market with digital, scalable solutions that reduce operating costs, increase efficiency and help you reach a wider client base – all implemented by an experienced team with full end-to-end support.
Whether you are a financial advisor, private bank, independent asset manager, multi-family office, broker dealer, trust company or non-financial entity we have a partnership solution for you.
We work closely with our partners to achieve common goals of driving conversion, AUM growth and customer loyalty.
Facts about our digital B2C wealth platform:
- Singapore’s first robo-advisor
- State-of-the-art technology and user experience
- Leading providers: BNY Mellon’s Pershing LLC, Morningstar, Banque Julius Baer
- CMS License issued by the Monetary Authority of Singapore (MAS)
- Customisable, transparent and market-tested
- Full service or modular solutions
Flexible & Intuitive Digital Customer Interface
- State-of-the-art technology & UX
- Fully Automated
Customisable asset allocation & portfolio construction
- Multiple asset classes
- Goal-based portfolios available
- Industry-leading product partners
Secure Custody & Administration
- Safe custody
- Full portfolio visibility
- Transparent fees & reporting
Why CONNECT for Enterprise?
CONNECT provides end-to-end or modular solutions that increase your speed to market and position your firm with an omni-channel business model. From frictionless, automated, on-boarding, intuitive user experience, robust portfolio construction, efficient portfolio & client management to safe and affordable custody CONNECT is the one stop for your digital wealth solution.